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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,650 | $92,766-89.6% | $82,763-88.3% | $134,545-92.8% |
| Participation rate | 93.8% | 75.2%+18.5pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -6.47% | 946.97%-953.4pp | 702.45%-708.9pp | 418.37%-424.8pp |
| Employer contribution / active EE | $4,302 | $3,273+31.4% | $3,008+43.0% | $4,742-9.3% |
| Participant deferral / active EE | $3,994 | $4,802-16.8% | $4,395-9.1% | $6,401-37.6% |
| Admin fee / account holder | $1,004 | $5,978-83.2% | $5,325-81.1% | $11,431-91.2% |